NYSFAAA 2010 New York State Grants & Scholarships TAP… into the Future Overview Processing Update 2010 Budget • Remedial Students Grants and Scholarships Modernization Strategy 2010-11 Processing Update Processing Update 2010-2011 Applications • Over 515,000 processed as of September 1, 2010 ETA 1% Renewal Process 22% FAFSA Direct 46% Anytime TOTW 31% Communications As of September 1, 2010, HESC sent out more than 2.25 million communications to students for the 2010-11 academic year 99% via e-mail 2010-11 Budget Changes 2010-11 TAP: New York State Budget and Regulatory Update All annual TAP awards are reduced by $75 Private pension and annuity amounts excluded from New York State income tax are included in the calculation of income used for determining TAP award eligibility The maximum award for students, other than a student who is in a nursing program, on Schedules D and E attending degree-granting or registered not-for-profit business schools qualified for tax exemption under section 501(c)(3) of the internal revenue code for federal income tax purposes that offer only 2 year programs is $4,000 or the actual tuition charged, whichever is less 2010-11 TAP: New York State Budget and Regulatory Update A new award schedule with a maximum New York income less than $40,000 and a maximum award of the lesser of $3,025 or the actual tuition charged is established for independent students who are married with no tax dependents TAP awards are not available to graduate students Students in default on any state or federal student loan are not eligible for TAP or any other New York State financial aid program New academic standards have been established for non-remedial students first receiving state aid in 2007-08 and thereafter Remedial Students and SAP Regulations Relating to New Standards of Academic Progress for TAP for the 2010-2011 Academic Year Remedial Students and SAP Intent • To ensure students receiving TAP and not needing remedial instruction or a small amount of remedial instruction demonstrate sufficient academic progress to complete their programs in a timely manner Remedial Students and SAP • Returning students who “fall in the gap” between the 2006 and 2010 SAP, will be deemed remedial students for the 2010-2011 academic year only and will continue to be eligible for TAP while progressing to the level of academic performance necessary for the new SAP standards for the 2011-2012 academic year Where We Are & Where We Are Going… Express TAP Application (ETA) HESC ceased automatically mailing paper applications with 2010-11 academic year • Prior to 2010-11, HESC printed and mailed ETAs to students whose ISIR was selected based on NYS residency, choice of NYS schools, etc. • Of these applications, only 25% were actually returned and processed • Considerations: Waste of resources Privacy issues Costly New Process: ETA by Request No automatic printing and mailing of ETAs ETA printed only upon request by student or school: • Student can call HESC or request online • School can request ETA to be sent using Request TAP Form link (previously used to request duplicates) • School will continue to have the on-site print function under Reports/Standard Reports New Process: ETA by Request Same prefilled application based on FAFSA data! Instead of creating the file to get a paper application 2-3 weeks after ISIR selection, the print function will be available 1 or 2 days after ISIR selection Proposed Application Deadline Change for 2010-2011 New regulation makes TAP application deadline the same as FAFSA deadline: June 30 Commences with the 2010-2011 academic year Where We Are… Multiple Scholarship Processing Multiple Scholarship Processing Currently: HESC’s core TAP System (mainframe) can only process one scholarship for each student for any given year New scholarships necessitated the development of more useful tools to expedite processing Multiple Scholarship Processing Currently: Most scholarships and TAP awards are processed on the core TAP system Some programs, such as Memorial programs, cannot be correctly calculated due to field size limitations • These are calculated, put on rosters and certified using the Consolidated Scholarship Roster (CSR) system with expanded field sizes Multiple Scholarship Processing Currently: When the student holds 2 scholarships e.g., the Scholarship for Academic Excellence (SAE) and NYS Lottery’s Leaders of Tomorrow Scholarship (LOT) • LOT is paid on the core TAP system • SAE on the CSR All Robert C. Byrd Honors Scholarships are paid on the CSR Multiple Scholarship Processing Currently: Completely parallel processing • CSR rosters and RAs are paper • TAP rosters and RAs are electronic Both rosters and RAs produced at same time according to TAP processing schedule on HESC.org • CSR = paper printed from HESC Standard Reports • Mainframe = web or electronic files Multiple Scholarship Processing Currently: Web inquiry of CSR and TAP core processing is now available in View Student Record First Steps into the Future… New Comprehensive Student Status Listing New Comprehensive Student Status Listing SSL COMP give schools a complete picture of a student’s financial aid Contains data from both the core TAP system and the CSR Layout for new SSL Comp available on HESC.org Existing Full and Abbreviated Student Status Listings will continue to be available New Comprehensive Student Status Listing Two record types for each student, differentiated by a Record Type field: • One Demographic (Demo) record containing data relevant to the student and all financial aid programs the student receives • One or more Financial Aid Program (FAP) records which contain data specific to one financial aid program, including term information • Available as an electronic file and Excel spreadsheet New Comprehensive Student Status Listing Fields on Demo Record (Record Type D) • • • • • • • • Name SSN Date of Birth Petition Status Record State Remedial Information Waiver Information College Code • • • • • • • • IVP Status Reduction Index Residency Indicator - New Deferred Term Information - New Lifetime Points Information First Year Student Record Count - New CSR FAP Indicator - New New Comprehensive Student Status Listing Fields on FAP (Record Type F) • • • • • • • • • • • SSN Origin Indicator - New FAP Year FAP Code Application Status FAP Lifetime Points College Code by Term Award Amount by Term Roster Number by Term Message Number by Term Award Schedule by Term • • • • • • • • • • • Points Pending/Used by Term Pay Status by Term Certification Code by Term RA Number by Term Enrollment Status by Term Cost of Attendance by Term - New Tuition & Fees by Term - New Room & Board by Term - New Books & Transp. by Term - New Pell Amount by Term - New Budget Code by term - New New Comprehensive Student Status Listing Similarities between Full and Comprehensive Student Status Listings • Term information only provided if student is attending your school in that term • Possible to have an award amount of $0 • Prior to enacted State Budget, header record will contain PRELIM and term award amounts masked with 11111 New Comprehensive Student Status Listing Differences between the Full and Comprehensive Student Status Listings • No Check Digit on the SSL Comp • Memorial scholarships contain accurate award amounts on SSL Comp New Comprehensive Student Status Listing Differences in: Application Status Award Amounts Certification Code Enrollment Status First Year and FAP Year View Student Record Enhancements View Student Record Enhancements HESC has added data from the CSR to the View Student Record Web page • New section “G&S CSR Payment Data” added below existing Payment data • If the financial aid program is paid via a TAP roster, data will be displayed in the G&S Payment Data section • If the financial aid program is paid via the CSR, data will be displayed in the G&S CSR Payment Data section View Student Record Enhancements View Student Record Samples Advancing into the Future…. Future Enhancements HESC plans to process multiple scholarships for a student on the core TAP system • Goal is to eliminate the CSR and unify the Roster, certifications and RA • New data model developed • Working on redesign of Roster, certification and RA processing • A survey concerning current roster use and our thoughts on how to change the roster for multi FAP’s will be going out shortly HESC Points of Contact Norene Grose Director, Grants and Scholarships [email protected] Todd Palmiere Manager, Application Development [email protected] Questions?